Visionary Horizons’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
439,033
-5,831
| -1% | -$305K | 14.54% | 2 |
|
|
2025
Q1 | $22.7M | Sell |
444,864
-23,924
| -5% | -$1.22M | 16.01% | 2 |
|
|
2024
Q4 | $24M | Buy |
468,788
+41,442
| +10% | +$2.12M | 15.73% | 2 |
|
|
2024
Q3 | $22.6M | Buy |
427,346
+39,804
| +10% | +$2.1M | 15.11% | 2 |
|
|
2024
Q2 | $18.9M | Sell |
387,542
-31,846
| -8% | -$1.55M | 13.82% | 2 |
|
|
2024
Q1 | $20.1M | Buy |
419,388
+16,098
| +4% | +$771K | 15.6% | 2 |
|
|
2023
Q4 | $18.8M | Buy |
+403,290
| New | +$18.8M | 15.25% | 1 |
|